Filed August 16, 1999 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,595 |
EVEREN SECURITIES INC5 years Filed as: EVEREN CAPITAL CORPORATION Service code 27 1 N JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $13,639 |
ASCENSUS LLC7 years Filed as: ADMIN PARTNERS, LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $3,432 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,457 | $81,358-46.6% | $155,556-72.1% | $80,959-46.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 20.22% | 33.39%-13.2pp | 64.84%-44.6pp | 35.67%-15.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,032 | $3,455+132.4% | $5,631+42.6% | $4,300+86.8% |
| Admin fee / account holder | $200 | $7,994-97.5% | $15,885-98.7% | $6,925-97.1% |